[LIVE] July 31, 2025 Update

Transaction Manager

• New Filters
  Three new filters have been introduced to help users refine searches even more precisely:
  • Reconciliation Status—Appearing on both the Processed and Needs Review tabs, allows users to filter for reconciled or unreconciled transactions. Selections persist across tabs.
  • Potential Matches—Appearing on the Needs Review tab, allows users to filter for transactions with at least 1 potential match found, or transactions with no potential matches found.
  • Matched Transactions—Appearing on the Processed tab, allows users to filter for transactions that have been Matched or Not Matched.

• “Check” option added to “Transaction Type” filter
  Appearing on both the Processed and Needs Review tabs, allows users to filter for check transactions (as distinguished from purchase transactions).
• Small layout change/name change
  The Refresh button has moved slightly and will now be called "Sync with {QBO or Xero}" to clarify that the button refreshes data between the GL and TxM. The positions of the Export to CSV and search bar have been moved to accommodate the new filters.

Work

• Bulk Editing and Deleting of tasks enabled
  Users will find checkboxes to the left of the tasks in the task table. These allow the selection of multiple tasks that can then be edited or deleted as a group, using the Edit Tasks or Delete Tasks buttons at the top right of the tasks table.
• “Completed Date” filter and column added to tasks table
  Users are now able to filter tasks by a date range or specific date the task(s) were completed. A column in the tasks table also surfaces the completed date for each task (if the task has not been completed, two dashes will be displayed).